ARBOR TRUST WEALTH ADVISORS, LLC - Portfolio overview

ARBOR TRUST WEALTH ADVISORS, LLC has 96 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. SCHF - SCHWAB STRATEGIC TR, 7.41%
2. JCPB - J P MORGAN EXCHANGE TRADED F, 4.63%
3. EFA - ISHARES TR, 4.56%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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